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Ken MacCoy, CHS

RitePartner Financial Services
Retirement, Insurance, Tax & Estate Planning

9 – 45905 Yale Road, Suite 360, Chilliwack, B.C. V2P 8E6 (mailing address only)

Office: 604-702-0063
Cellular: 604-819-0033
Fax: 604-703-0063

Email: [email protected]
Website: www.ritepartner.com– New Landing Page

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3 Steps to Benefits

Step 1:

Watch the Video

Why Group Benefits

Step 2

Discover the right approach for your situation

Plan Finder

Step 3

Watch the Video Tutorials and educate yourself to the buying process

Video Series
Download PDF
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Proceed To Quote

 

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Disclaimer

All quotes subject to review and final underwriting approval

Estimate

 

Step 1

Essentials

(Most affordable)

Lifestyle

(Enhanced coverage)

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Alternate

Download CSV Template

CSV Guidelines

CSV Upload Guidelines

Please follow these rules when editing and adjusting values in the csv template. If you experiance an error in uploading. please see confirm that all values are the correct spelling before submitting a feedback request.

* Reminder. Words are is case senstive. ( IE:  yes | Yes )

##Company Info##
LIFE,AD&D,EHC,DENT
Do not Change
STD
Options = Yes | No
LTD
Do not Change
EAP
Options = Yes | No
SOC
Options = Yes | No
Critical Illness
Value = 0 - 50000 (increments of 5000)
Min 0
Company Name

Company Email

Address

City

Province

Postal Code

Phone

Fax

Advisor Name

Advisor Email
##Employee##
First Name
Last Name
Family Status
Options = Single, Single Waiving Dependant, Couple, Family, Spousal Waiver of EHC & Dent
Birthday
Format
DD/MM/YYYY
Gender
Options =
Male
Female
Date Of Hire
Format
DD/MM/YYYY
Hours Per Week

Occupation

Income

Frequency
Options =
Hourly, Weekly, Bi-weekly, Monthly, Annually

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